Financial Adviser
· CHATSWOOD, NSW
Geoffrey Martyn Taylor
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000317206
Geoffrey Martyn Taylor is a financial adviser based in Chatswood, New South Wales, with 19 years of experience in the financial services industry. Geoffrey is currently authorised under Paragem Pty Limited. Geoffrey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a 5 Unit CFP Certification Program from Financial Advice Association Australia (FAAA). Geoffrey is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1985
Bachelor of Commerce
University of Newcastle
1990
Bachelor of Science (Information Systems)
University of New South Wales
2003
Certified Practicing Accountant (CPA)
CPA Australia
2004
Master of Business Administration (Executive)
University of New South Wales
2008
Diploma of Financial Services (Financial Planning)
CPA Australia
2020
Master of International Taxation
University of Sydney
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
5 Unit CFP Certification Program
Financial Advice Association Australia (FAAA)
2023
Accredited Listed Product Adviser Program
Kaplan Professional
2024
SMSF Specialist Advisor
SMSF Association